Position in PSX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$584,236
-$45,378 QoQ
Shares Held
3,456
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#1,108
of 2,093 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Ballew Advisors, Inc holds $2,478,676 across 2 Oil & Gas Refining & Marketing names. PSX ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
7,274 | $1,894,440 | |
| 2 | PSX |
Phillips 66
This page
|
3,456 | $584,236 |
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,236 | 3,456 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $629,614 | 3,456 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $445,962 | 3,456 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $514,699 | 3,784 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $450,476 | 3,776 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $466,137 | 3,775 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $433,275 | 3,803 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $504,636 | 3,839 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $536,728 | 3,802 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $621,018 | 3,802 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $504,600 | 3,790 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $455,368 | 3,790 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $361,394 | 3,789 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $384,128 | 3,789 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $371,565 | 3,570 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $288,170 | 3,570 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $288,604 | 3,520 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $304,092 | 3,520 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $255,059 | 3,520 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $246,505 | 3,520 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $302,086 | 3,520 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $574,040 | 7,040 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $246,188 | 3,520 | Shares | Sole | 2021-01-13 | |
| 2020-06-30 | $238,708 | 3,320 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||